Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (54528)	11/28/2014 4:01:44 PM
From: Spekulatius	Respond to of 78748

Jurgis, thank you for the kind words and sharing your ideas. I found your portfolio updates very valuable, as well as the input on other folks investment ideas. I have not been active mostly because of a relocation and AlI am in the process of buying a house no selling another. I did move to the east cost after all or the way my family states it - half way back to Germany.

To: Jurgis Bekepuris who wrote (54528)	11/28/2014 4:07:41 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78748

Spek, EDIT: I posted this before seeing Spekulatius' message. Anyway, I'm not gonna edit the below, since most of the questions and thoughts stand. :) What do you think about the oil patch? Too early? My current holdings are in DRAGF, SPND, NOV, PGN (ouch), CVX. Bought a tiny bit of APA and GTE. All in total ~7% of my portfolio. Out of these, PGN is the only one which can go BK in this downturn. CVX, XOM are not cheap yet. I don't like APC that you recommended. MHR - oh wow, talk about levered... I was thinking about MHR prefs, but I think I won't touch them.